Surevest, LLC’s Travelers Companies Inc Position
Does Surevest, LLC own Travelers Companies Inc (TRV)? Yes — 24.7K shares worth $4M (+1.03% of its 13F portfolio) as of Q3 2022, up from 23.7K shares the prior filed quarter.
Position Value
$4M
Q3 2022
Shares
24.7K
% of Portfolio
+1.03%
Quarters Held
15
currently held
Position History TRV
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q3 2022 | 24.7K | $4M | +1.03% |
| Q2 2022 | 23.7K | $4M | +1.05% |
| Q1 2022 | 23.1K | $4M | +1.02% |
| Q4 2021 | 30.0K | $5M | +1.11% |
| Q3 2021 | 30.5K | $5M | +1.17% |
| Q2 2021 | 28.9K | $4M | +1.13% |
| Q1 2021 | 30.2K | $5M | +1.37% |
| Q4 2020 | 30.8K | $4M | +1.44% |
| Q3 2020 | 29.5K | $3M | +1.26% |
| Q2 2020 | 26.6K | $3M | +1.34% |
| Q1 2020 | 22.4K | $2M | +1.21% |
| Q4 2019 | 13.8K | $2M | +0.81% |
| Q3 2019 | 10.1K | $1M | +0.74% |
| Q2 2019 | 9.0K | $1M | +0.70% |
| Q4 2018 | 2.4K | $287,000 | +0.23% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Surevest, LLC’s full portfolio or all institutional holders of TRV.